> INVESTMENT RESEARCH

No-obligation health check to locate areas needing improvement

All businesses have a tendency to drift away from plan on occasions. In much the same way as a medical check -up looks for risks associated with your physical health, an investment health check looks for risks in investment policy and portfolio holdings. By reviewing the critical components of a portfolio and policy details held within an Investment Policy Statement, we will highlight potential dangers and areas where the fund could improve returns and lower risk overall.

Full investment consulting services

Malaczynski Burn will undertake one-off projects such as the health check above, through to a full investment consulting service that helps you research markets and assets, define objectives, create asset models and strategies to achieve those objectives within certain risk parameters and then monitor what you have created on an on-going basis.

Regardless of which service you take, it all boils down to risk management

Malaczynski Burn uses the latest risk systems to ensure that clients fully understand the day-to-day risks in their portfolios and potential losses in those worst-case scenarios. We regularly stress-test and scenario-test our clients’ portfolios to identify crisis impact and portfolio issues in a wide variety of situations.